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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Olson is a financial advisor with over 47 years of experience in the financial services industry. John has been registered with Commonwealth Financial Network since February 28, 1995. John has a strong background in financial planning and portfolio management, and is committed to helping clients achieve their financial goals. John has a deep understanding of the financial markets and a proven track record of success. John is a Certified Financial Planner and holds a Series 63, Series 22TO, Series 6TO, SIE, Series 62, and Series 1 licenses. John has extensive experience working with individuals, corporations, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
02/28/1995 - Present
Commonwealth Financial Network (Andover MA)
NY
03/18/1976 - 02/15/1995
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 06/10/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2003
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 03/13/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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